See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,248 | $135,952-85.8% | $123,892-84.5% | $273,961-93.0% |
| Participation rate | 42.9% | 84.1%-41.2pp | 81.4%-38.6pp | 83.0%-40.2pp |
| Annual return | 13.78% | 56.63%-42.8pp | 47.52%-33.7pp | 41.45%-27.7pp |
| Employer contribution / active EE | $42 | $5,170-99.2% | $4,617-99.1% | $4,869-99.1% |
| Participant deferral / active EE | $2,016 | $6,343-68.2% | $5,984-66.3% | $5,287-61.9% |
| Admin fee / account holder | $21 | $9,817-99.8% | $8,357-99.8% | $10,132-99.8% |